Financial Wellness Consultant job opportunity at PNC Bank.



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PNC Bank Financial Wellness Consultant
Experience: 3-years
Pattern: full-time
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Salary:
Status:

Finance

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degreeBachelor's (B.A.)
loacation Boston, Massachusetts, United States Of America
loacation Boston, Massac..........United States Of America

In this role, you will provide innovative solutions including personal banking and investing solutions, retirement plan services, health and benefit accounts, student debt solutions, earned wage access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of business. __ Experience selling to one or more of the following areas is preferred: professional services, manufacturing, healthcare, wholesale, general services. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. __ Job Description Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services. __ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. __ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to #analyze, #evaluate and #mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

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